Whitman Transition Advisors

Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Tune in for insights on private equity and accounting, featuring expert advice and discussions with industry leaders. Perfect for CPAs looking to thrive in this space.

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Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value

E31 • 22 mins • Jul 24, 2025

Recent Episodes

Jul 24, 2025

Ep 29: Beyond the Buyout: How Occams Elevate Builds Real Firm Value

E31 • 22 mins

Jul 17, 2025

Ep 28: Chemistry Over Cash: The Truth About PE Alignment

E30 • 22 mins

Jul 3, 2025

Ep 27: Minority Investment, Major Impact: A New Model for CPA Firm Growth

E29 • 28 mins

Jun 26, 2025

Ep 26: From Startup to $300M: Inside a New PE Model for CPA Firms

E28 • 33 mins

Jun 19, 2025

Ep 25: What Happens When You Build a Firm Around People, Not Just Profit

E27 • 17 mins

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